See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,085 | $150,440-74.7% | $136,294-72.1% | $147,584-74.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.67% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,525 | $5,256-71.0% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $1,898 | $6,630-71.4% | $6,247-69.6% | $5,439-65.1% |
| Admin fee / account holder | -$53 | $10,905-100.5% | $9,243-100.6% | $10,885-100.5% |